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Kaching

The CRM for Contractors

Built for roofers, HVAC techs, plumbers and contractors who run lean teams and need a CRM that keeps up with the job site.

hello@kachingcrm.com
1-833-852-2464
System Active

Features

DEMAND & PIPELINE

  • Pipeline
  • Contacts
  • Lead Intake
  • Estimates
  • Quotes
  • Invoices
  • Dashboard
  • Playbooks
  • Segments

OPERATIONS & FIELD

  • Field Jobs
  • Automations
  • Phone & SMS
  • Map Tracking
  • Tasks
  • Client Portal
  • Mobile App
  • AI Visualizer
  • CarPlay

GROWTH & SCALE

  • Analytics
  • Commissions
  • Team Access
  • Reputation
  • Subcontractors
  • Price List
  • Materials
  • Campaigns
  • Integrations

Trades We Serve

  • GENERAL CONTRACTORS
  • ROOFING
  • HVAC
  • ELECTRICAL
  • PLUMBING
  • PAINTING
  • Renovation
  • LANDSCAPING
  • FLOORING
  • CONCRETE
  • EPOXY FLOORING
  • KITCHEN REMODELING
  • BATHROOM REMODELING
  • FENCING & DECKS
  • WINDOWS & DOORS
  • View All 40+ Trades

Comparisons

  • Kaching vs. The Rest
  • Kaching vs. Jobber
  • Kaching vs. Workiz
  • Kaching vs. ServiceTitan
  • Kaching vs. Plannit
  • vs Housecall Pro

Company

  • About
  • Pricing
  • Documentation
  • Built On
  • Partner Program
  • FAQ
  • Contact
  • Get Started

Starting at

Get StartedBook a demo
Kaching

The CRM for Contractors

Built for roofers, HVAC techs, plumbers and contractors who run lean teams and need a CRM that keeps up with the job site.

hello@kachingcrm.com
1-833-852-2464

Get StartedBook a demo

© 2026 Kaching. All rights reserved.

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SOLAR
Built for Contractors
INDUSTRIES / RESIDENTIAL & COMMERCIAL

SOLAR

Power Your Sales Pipeline.

Manage solar installation quotes, government rebate documentation, and project timelines in one system.

Start Free Trial
INSTALLSHIGH-TICKET
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
START FREE FOREVER
01Overview02Pain Points03Key Features04By The Numbers05Social Proof06THE REVENUE GAP07ALL TRADES
01 / Overview

SOLAR

Solar companies manage complex high-ticket installs with government rebate processes and multi-phase project timelines. Kaching keeps every deal organized from lead to final activation.

Capture and qualify solar leads by property type
Detailed quotes with panel count and system specs
Track utility interconnection and permit status
Government rebate documentation and tracking
Multi-phase project milestone management
Client portal for production monitoring and updates
02 / PAIN POINTS

What's Holding Your SOLAR Business Back

High-ticket bid silence

$15-50k solar systems require 2-4 weeks of client decision time. Without structured follow-up, competitors win by staying present.

01

Rebate documentation complexity

Government solar rebates require precise documentation. Missing a form costs the client thousands and the relationship.

02

Permit and inspection delays

Without a permit tracking system, installation delays aren't caught until they cascade into utility interconnection backlogs.

03

Lead quality waste

Solar leads from ads or referrals need to be qualified fast. Without a system, your sales team wastes time on the wrong properties.

04

⚡ Kaching is engineered to eliminate every one of these — within 48 hours of setup.

03 / KEY FEATURES FOR THIS TRADE

Built Specifically for SOLAR Contractors

Installation Milestone Board

Permit, install, inspection, and interconnection stages tracked per project.

System Proposals

Panel count, inverter specs, production estimates, and rebate breakdowns in one professional document.

High-Ticket Follow-Ups

Multi-touch follow-up sequences for $20k+ solar system proposals.

Client Progress Portal

Branded portal for clients to track installation and system activation status.

View All Features
04 / BY THE NUMBERS

What Kaching Delivers for SOLAR Businesses

39%

Higher Quote Close Rate

With structured multi-touch follow-up

100%

Rebate Documentation

Every form tracked per project

Zero

Permit Delay Surprises

With milestone tracking system

4.9★

Client Satisfaction

With portal-managed installs

05 / SOCIAL PROOF

Contractors Who Made The Switch

VERIFIED REVIEWS

5★

PLATFORM

Trusted by
Contractors

Jason R.
Storm & Replacement Roofer
NODE_01
“
“During storm season we used to lose half our leads just because we couldn't follow up fast enough. Kaching sends the quote before I'm off the roof.”

CONTRACTS CLOSED

+40% contracts closed

Jason R.

Jason R.

Peak Roofing Solutions

VERIFIED
01 / 05

JOIN THEM

Replace your spreadsheets with a real system — set up in 48 hours.

Get Started Free
06 / THE REVENUE GAP

Three steps to revenue.

01

Lead Qualification

Capture the lead with property and energy consumption details. Auto-qualify based on your ideal profile.

02

System Proposal

Build a detailed quote with panel count, inverter specs, projected production, and rebate breakdown.

03

Install & Activate

Track the permit, installation, inspection, and utility interconnection through final system activation.

SEE IT IN ACTION

Installation Milestone Board

Permit → install → inspection → utility interconnection — every stage tracked, every delay caught.

Screenshot pending

A capture of the "Installation Milestone Board" flow will appear here. Component picks up the URL automatically.

REAL CONTRACTORS, REAL RESULTS

What contractors actually say

"$25k system bids used to vanish for weeks. The high-ticket follow-up sequence brought our close rate from 18% to 39%."

[Real customer name]

Owner

[Solar install, 4-employee]

RESULT

Close 18% → 39%

placeholder — replace with real quote

"Permit and interconnection tracking caught a 3-week utility delay before it cascaded. Saved a 12-system pipeline."

[Real customer name]

Operations

[Solar, residential]

RESULT

12 systems on track

placeholder — replace with real quote

INTEGRATIONS

Connects with your stack

No tool migration required. Sync starts immediately.

Aurora (coming)Helioscope (coming)Sunlight Financial (coming)QuickBooksStripeZapier
PRICING

How much does it cost for solar?

No credit card required. Cancel anytime. Same prices regardless of trade.

Solo

$9/ mo

For one-truck operators

  • 1 user
  • Unlimited quotes + invoices
  • Stripe payments
  • Mobile app
Start free
Most popular

Growth

$149/ mo

For growing teams

  • Up to 10 users
  • Automations + sequences
  • Client portal
  • Phone + SMS
Start 14-day trial

Scale

Custom

Multi-location + B2B

  • Unlimited users
  • Multi-location
  • API + webhooks
  • Dedicated support
Talk to sales

All plans include email support + product updates

Not ready to trial? Get pricing by email.

A PDF breakdown of plans tuned for solar. No card. No call.

No spam. One-click unsubscribe.

EXPLORE FURTHER

Three questions owners ask us

COMPARING OPTIONS?

Thinking about Salesforce SMB?

See how KaChing stacks up side-by-side: features, pricing, and migration support.

See the comparison
MULTI-LOCATION

Run multiple locations?

Consolidated reporting, per-location data isolation, smart lead routing by territory.

See multi-location
PREMIUM POSITIONING

Are your clients high-end?

Brandable client portal, design-grade proposals, high-ticket follow-up sequences.

See the Premium suite
07 / LEARN MORE

ALL TRADES

VIEW ALL TRADES

GENERAL CONTRACTORS

RESIDENTIAL & COMMERCIAL

ROOFING

STORM & REPLACEMENT

HVAC

SERVICE & INSTALL

ELECTRICAL

SERVICE & NEW BUILD

Start Now

ACCELERATE YOUR SOLAR REVENUE

See how Kaching works for your trade.